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In the summer of 2016, Charles Schwab entered the low-cost lifecycle fund arena competing Vanguard head to head. At the time Schwab entered this market they we, in fact, cheaper than the old [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

When you are investing for your retirement, every dollar counts. So that means every basis point in fees also counts. And small differences can mean the difference between tens of thousands of [...]

Do you see all of the articles with headlines such as “Best Investments for 2017” and the like? If so read them with the understanding that they are most likely written by individuals who have an [...]

As a future financial planner and someone who just got a master’s degree in financial planning, I am a little different take on things. I believe that people can achieve the same results as many [...]